Equipment Maintenance (Dashboard)
Overview
- Global search plus five filters for Location, Asset Category, Maintenance Type, Priority, and Status, with a single Reset pill that clears all of them
- A work order volume tile backed by a six-month column sparkline, with the most recent month highlighted so the direction is readable at a glance
- A completed-on-time tile with a dot grid underneath it, one dot per completed order, green for on time and red for late
- Two cap tiles carrying the open work order count and total maintenance cost for whatever is currently filtered
- A downtime hours area chart across twelve months, which is the fastest read on whether reactive work is costing more production time than it used to
- Sorted priority bars from Critical down to Low, and a cost-by-location bar list, both clickable so a single bar filters the entire page
- A four-lane work order board for Scheduled, In Progress, On Hold, and Completed, with priority-badged cards, above a sortable work order table with its own search
Benefits
- Replaces the weekly work order export and the manual chart refresh that goes with it
- Shows whether preventive work is holding or reactive work is taking over, which is the argument maintenance budgets are won on
- Makes late completions visible while the backlog is still workable
- Gives supervisors a lane-by-lane view of the queue without anyone opening the work order list
- Turns a list the maintenance team already maintains into reporting, with no new system to buy or roll out
- Serves the operations director and the maintenance supervisor from one page, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Sparkline, Waffle chart, Area chart, Bar chart, Table
Common Questions About the Equipment Maintenance Dashboard
What is this equipment maintenance dashboard built with?
It is built on a standard SharePoint list of work orders, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The charts, filters, work order board, and table all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for facilities and operations teams.
What is included on the equipment maintenance dashboard?
Tiles for work order volume, completed on time, open work orders, and total cost, the first two carrying a column sparkline and an on-time dot grid. Below them sit a downtime hours area chart, sorted priority bars, a four-lane work order board, a sortable work order table, and cost by location. Filters cover location, asset category, maintenance type, priority, and status.
Where does the dashboard data come from?
A single SharePoint list with seventeen columns – work order ID, asset and asset category, location, maintenance type, priority, description, requester, technician, status, requested, scheduled and completed dates, downtime hours, labor hours, parts cost, and total cost. Most maintenance teams already keep a version of this list.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
